Wealth Management

Seddons Financial are completely independent and therefore able to provide impartial whole of market investment advice to provide tailor-made investment solutions.

During our advice process we will:

Analyse your existing investments and establish if they are appropriate given your financial circumstances and financial objectives

Guide you through the range of investments available to you and explain your options in detail

Develop a strategy tailored to your current circumstances and future aspirations

We will consider not only what investment funds are the most appropriate for your needs, but also the most appropriate tax wrapper in which to hold your investment and the most appropriate provider to manage your investments. This may include some of the following:

  • Individual Savings Accounts (ISAs)
  • Unit Trusts and Open Ended Investment Companies
  • Investment Bonds
  • Offshore Investments
  • Investment Trusts
  • National Savings
  • Venture Capital Trusts (VCTs)
  • Enterprise Investment Schemes (EISs)

The value of your investments and any income from them can fall as well as rise and investors may not get back the amount invested.

Seddons Financial is a trading style of Chambers Associates who are an appointed representative of Intrinsic Wealth Management. Intrinsic Wealth Management is a trading style of Intrinsic Financial Planning Limited which is authorised and regulated by the Financial Services Authority. Intrinsic Financial Planning Limited is entered on the FSA Register under reference 440703.